Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Camillo is an investment advisor representative at Cresset Asset Management, LLC. Deborah has been in the industry since 1997. Deborah has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Deborah is also a registered investment advisor representative in California. Deborah holds the Series 6, 7, 31, 24, and 66 securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/19/2023 - Present
Cresset Asset Management, LLC (Menlo Park CA)
CA
08/27/2018 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
06/01/2009 - 08/30/2018
MORGAN STANLEY (PALO ALTO CA)
CA
02/27/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALO ALTO CA)
CA
09/13/2007 - 02/01/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
04/20/2007 - 08/21/2007
ANDREW GARRETT INC. (NEW YORK NY)
NY
04/05/2004 - 04/26/2005
BROKERAGEAMERICA, LLC (NEW YORK NY)
AZ
04/25/2001 - 03/18/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
03/07/2000 - 04/20/2001
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CA
05/22/1997 - 11/09/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Deborah Camillo is the right advisor for you? Invested Better is here to help.
